Private Pensions: Pension Tax Incentives Update
Date Published:
Thursday, March 20, 2014 We issued reports in 2001 and 2011 that, among other things, examined the trends in plan formation and the characteristics of participants affected by the statutory limits for contributions to defined contribution (DC) plans.
This report provides an update with respect to the following:
(1) the number of new pension plans that have been formed since 2009; and
(2) the income characteristics of plan participants affected by the statutory limits, and how they have changed over time.
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Did You Know?
A joint-and-survivor annuity is an annuity that pays a monthly benefit over the lives of the participant and his or her surviving spouse. This is the default form of benefit for married participants in most defined benefit pension plans. Because it lasts for the life of both the worker and the spouse, a joint-and-survivor annuity typically results in a lower monthly benefit payment than a single-life annuity.
